Private Placement Life Insurance (PPLI) offers an unparalleled opportunity for high-net-worth clients to optimize their wealth management strategies. Join wealth transfer expert Bob Chesner, CPA for a webinar is designed to provide you with a comprehensive understanding of PPLI's benefits, mechanics, and applications in retirement planning, tax optimization, and estate transfer. Learn how this strategy can help your clients grow investments tax-free, access tax-free income, and pass wealth to the next generation with maximum efficiency.
Key Topics:
Why Taxes Matter: Explore the impact of taxes on investment returns and how PPLI mitigates this burden.
The Three Tenets of PPLI: (1) Tax-free investment growth. (2) Tax-free access to retirement income.(3) Tax-free wealth transfer to heirs.
Comparing Taxable Investments and PPLI: See real-life examples of how PPLI outperforms traditional taxable accounts in returns, tax efficiency, and long-term value.
PPLI as a Customizable Solution: Discover how PPLI is tailored to client needs with low fees, flexible investment strategies, and open architecture for investment managers.
Applications in Estate Planning: Learn how PPLI integrates with estate structures like family limited partnerships (FLPs), irrevocable life insurance trusts (ILITs), and dynasty trusts to protect assets and minimize taxes.
Who Should Attend:
This webinar is ideal for financial advisors serving high-net-worth individuals, business owners, and families seeking advanced strategies for tax-efficient investing and wealth transfer.
*CE/CPE Eligible: 1.0 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Bob leads the firm’s insurance and investment oversight practice. Drawing on his extensive expertise and experience as a finance and insurance executive, Bob assists high net worth individuals and family offices in the design and implementation of domestic and international life insurance and annuity structures, consults on their property, casualty, and liability needs, and oversees the marketing and development of the firm’s insurance practice and risk management practice.